As managing director of tax and estate planning with CIBC Financial Planning & Advice in Toronto, Jamie Golombek is quoted frequently in the national media as an expert on taxation.
There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31
Advisors can play a key role in ensuring clients understand and prepare for the costs related to their kids’ post-secondary education
Advisors can play a huge role in facilitating a discussion about financial planning for newlywed couples, many of whom have not discussed their finances in great detail
The new CCB monthly benefits could be best maximized if they’re contributed to a registered investment vehicle such as an RESP, RDSP, RRSP or TFSA
If clients mention they have been reassessed, consider sharing a recent Tax Court of Canada decision to ensure they don’t miss their deadline to object
Could the potential elimination of boutique tax credits lead to a lowering of the general income tax rate for all Canadians?
Here are some reminders to share with your clients ahead of this year’s tax-filing deadline at end of day on Mon. May 2
This year’s federal budget proposes to change the tax laws governing linked notes to treat a gain realized on the sale as interest earned on the debt obligation
Here are three potential changes to discuss with your clients before the Liberals deliver their first budget
With the TFSA having become a worthwhile option for your clients, it’s time to consider whether an RRSP has the same allure as it once did for certain investors